Defining Your Success - 2018 Conference Highlights

Defining Your Success – 2018 Conference Highlights

It was fantastic to see our advisers at our 2018 Fortnum ‘Defining your success’ conference last week in Melbourne.

There was the usual great vibe amongst everyone in attendance and we have received some amazing feedback from a number of our practices. We love hosting these events as we understand the importance of catching up with each other, learning from some great thought leaders, and sharing ideas with your peers.

This year, the Fortnum conference provoked our thinking and provided practical solutions to help us not only define our success, but plan towards it. As success is not one dimensional, we were able to reflect on personal and business success, guided by some great speakers including body language expert – Dr Louise Mahler, owner of Your Geneius – Dr Cam McDonald and our MC and author of Game of Inches – Nigel Collins.

We would also like to take the time to congratulate our 2018 award winners:

Educational Excellence Award – Harold Braakhuis

The Educational Excellence Award is awarded to an adviser who has shown educational excellence through proactive study and also has a true mindset for education and learning.

NextGen Award – Paul Dobbrick

The NextGen Award recipient has had significant involvement in the ongoing success of the NextGen program and are highly collaborative, always willing to share their ideas with others to help them grow and develop.

Business Growth Award – Stratus Financial Group

The Business Growth Award is awarded to a practice that has had significant revenue growth over the past 12 months.

Principal Practice of the Year – Dobbrick Financial Services Ipswich

The Practice of the Year continues to grow and develop their business, is highly collaborative, and willing to share their business initiatives with other practices.

The Guy Carrington Award – Guyon Cates

This award symbolises outstanding commitment and contribution consistently to the Fortnum Community and provides the opportunity to publicly thank people who have made a significant contribution to the greater good.

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testimonials

Adviser Testimonials

Joining Fortnum was a breathe of fresh air. They have a diverse and very capable team that are always willing to help and it genuinely feels like they want you to succeed.

They are forward thinking and forward looking, and always quick to adapt and adjust to the changing environment and needs of an advice business. The thing I feel makes them unique is the culture and community of really good businesses and advisers.

There are always plenty of opportunities to connect and collaborate with other advisers and the group are always so willing to share what they are doing and how. I’d highly recommend.

The collegiate culture that exists within Fortnum, the complete absence of inflated egos, the genuine ethos of putting client interests at the forefront of every decision and the absence of any institutional influence make Fortnum the logical choice of licensee for any financial planning practice to whom such qualities are important. So impressed have we been with the Fortnum way of doing things that we took the decision that it was an appropriate allocation of our business resources to invest a proportion of my time to service as a Director of Fortnum Financial Group Ltd; a role that I have found immensely rewarding.

After almost four decades as a financial adviser, I have worked under many licensees. I can say without any element of equivocation that Fortnum is head and shoulders above any other of the many groups with whom I have been associated and I have no hesitation in recommending them to any financial planning firm looking to associate themselves with others with a genuine understanding of the role we play in shaping and improving the financial lives of ours clients.

Wayne Leggett /Principal, Paramount Wealth Management

Fortnum uses its scale to get a better deal for clients which is very different to the old world approach where dealer groups were totally reliant on margins and splits.

“Fortnum and FPSA are focused on adding value for advisers and clients, and that also involves providing practice management and client engagement tools to ensure we’re running efficient, profitable and growing businesses.”

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